Sargent Bickham Lagudis’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Sargent Bickham Lagudis’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.65K	Hold	8	–	–	﹤0.01%	877
2022 Q3	$4K	Hold	8	–	–	﹤0.01%	818
2022 Q2	$3K	Hold	8	–	–	﹤0.01%	883
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	899
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	892
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	869
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	846
2021 Q1	$4K	Sell	8 -363	-98%	-$192K	﹤0.01%	821
2020 Q4	$219K	Sell	371 -22	-6%	-$15.8K	0.02%	224
2020 Q3	$341K	Buy	393 +130	+49%	+$122K	0.03%	171
2020 Q2	$311K	Buy	263 +217	+472%	+$331K	0.03%	171
2020 Q1	$112K	Buy	+46	New	+$103K	0.01%	244

Other funds holding SPXU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Sargent Bickham Lagudis's SPXU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q4 2022 at 8 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Sargent Bickham Lagudis first reported a position in SPXU in Q1 2020 and has held it in 12 quarters since. The position peaked at $341K in Q3 2020. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

Sargent Bickham Lagudis held 8 shares of ProShares UltraPro Short S&P 500 worth $2.65K as of Q4 2022.
Sargent Bickham Lagudis left its ProShares UltraPro Short S&P 500 share count unchanged in Q4 2022.
ProShares UltraPro Short S&P 500 made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #877 holding.
Sargent Bickham Lagudis first reported a position in ProShares UltraPro Short S&P 500 in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's ProShares UltraPro Short S&P 500 position peaked at $341K in Q3 2020.
67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.